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ASVRX vs JSVZX
ASVRX vs JSVZX Comparison
Open Charts ASVRX vs JSVZX
American Century Small Cap Value R
Price$9.80
Change+$0.18 (+1.87%)
VolumeN/A
Net Assets3.99B
JPMorgan Small Cap Value R2
Price$27.02
Change+$0.47 (+1.77%)
VolumeN/A
Net Assets1.28B
ASVRX vs JSVZX Comparison Chart in %
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ASVRX vs. JSVZX commentary
Dec 05, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is ASVRX is a Hold and JSVZX is a Buy.
FUNDAMENTALS
Fundamentals
ASVRX has more cash in the bank: 3.99B vs. JSVZX (1.28B). JSVZX pays higher dividends than ASVRX: JSVZX (0.56) vs ASVRX (0.42). ASVRX was incepted earlier than JSVZX: ASVRX (16 years) vs JSVZX (17 years). JSVZX (1.60) and ASVRX (1.58) have similar cost to investors . JSVZX is a more actively managed with annual turnover of: 49.00 vs. ASVRX (39.00). JSVZX has a lower initial minimum investment than ASVRX: JSVZX (0) vs ASVRX (2500). JSVZX annual gain was more profitable for investors over the last year : -2.41 vs. ASVRX (-15.60). ASVRX return over 5 years is better than : 20.89 vs. JSVZX (14.15).
| ASVRX | JSVZX | ASVRX / JSVZX | |
| Total Expense Ratio | 1.58 | 1.49 | 106% |
| Annual Report Gross Expense Ratio | 1.58 | 1.60 | 99% |
| Fund Existence | 16 years | 17 years | - |
| Gain YTD | -3.131 | 12.172 | -26% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.99B | 1.28B | 311% |
| Annual Yield % from dividends | 0.42 | 0.56 | 75% |
| Returns for 1 year | -15.60 | -2.41 | 648% |
| Returns for 3 years | 2.33 | 9.61 | 24% |
| Returns for 5 years | 20.89 | 14.15 | 148% |
| Returns for 10 years | 12.42 | 12.00 | 103% |
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